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Broadcom

1,028 hedge funds and large institutions have $89.2B invested in Broadcom in 2018 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 347 increasing their positions, 350 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 128

9% more funds holding

Funds holding: 9391,028 (+89)

5% more capital invested

Capital invested by funds: $85.2B → $89.2B (+$4.01B)

1% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 350

10% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.54B

18% less funds holding in top 10

Funds holding in top 10: 6150 (-11)

26.22% less ownership

Funds ownership: 880.17%853.95% (-26%)

Holders
1,028
Holders Change
+89
Holders Change %
+9.48%
% of All Funds
23.53%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.14%
New
227
Increased
347
Reduced
350
Closed
128
Calls
$1.39B
Puts
$1.54B
Net Calls
-$152M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
901
Simon Quick Advisors
New Jersey
$104K +$106K +4,310 New
ED
902
Exane Derivatives
France
$97.7K -$1.33M -54,360 -93%
AF
903
Advisornet Financial
Minnesota
$97K
TCOV
904
Trust Company of Vermont
Vermont
$95K +$82.1K +3,350 +609%
PFBT
905
Parkside Financial Bank & Trust
Missouri
$91K +$11K +450 +14%
SMG
906
Spectrum Management Group
Indiana
$91K +$92.2K +3,760 New
CFA
907
Carroll Financial Associates
North Carolina
$90K
SSB
908
Sandy Spring Bank
Maryland
$85K -$10.1K -410 -10%
BWM
909
Baystate Wealth Management
Massachusetts
$82K +$3.43K +140 +4%
GWM
910
Geneos Wealth Management
Colorado
$82K +$83.6K +3,410 New
IFAM
911
Institutional & Family Asset Management
Colorado
$81K -$2.7K -110 -3%
SIAS
912
Shine Investment Advisory Services
Colorado
$80K
BWA
913
BDO Wealth Advisors
Florida
$78K
GFP
914
Gryphon Financial Partners
Ohio
$77K -$736 -30 -0.9%
Fuller & Thaler Asset Management
915
Fuller & Thaler Asset Management
California
$73K
QCIG
916
Quad-Cities Investment Group
Iowa
$73K +$73.6K +3,000 New
LFA
917
Legacy Financial Advisors
Kentucky
$68K +$82.4K +3,360 New
PMFA
918
Plante Moran Financial Advisors
Michigan
$64K -$29.4K -1,200 -31%
LWA
919
Lenox Wealth Advisors
New York
$61K -$11K -450 -15%
NSIM
920
North Star Investment Management
Illinois
$61K +$61.3K +2,500 New
Winslow Capital Management
921
Winslow Capital Management
Minnesota
$60K -$35.8K -1,460 -37%
Carson Wealth (CWM LLC)
922
Carson Wealth (CWM LLC)
Nebraska
$60K +$1.96K +80 +3%
AF
923
Allworth Financial
California
$57K -$245 -10 -0.4%
FC
924
Ferris Capital
Massachusetts
$56K
FGAM
925
Financial Gravity Asset Management
Texas
$56K +$5.64K +230 +9%

AVGO Hedge Fund Activity: Q2 2018 in Review

1,028 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q2 2018, worth a combined $89.2B — up 4.7% from $85.2B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new AVGO positions and 128 closed out — a net gain of 99 holders — while 347 added to existing stakes and 350 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.21B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $645M sold.

  • 1,028 institutional investors held Broadcom (AVGO) as of Q2 2018, up from 939 in Q1 2018.
  • Funds reported $89.2B of Broadcom stock for Q2 2018, up 4.7% quarter-over-quarter.
  • 227 funds opened new Broadcom positions in Q2 2018 and 128 closed out, a net change of +99 holders.
  • The largest Broadcom buyer in Q2 2018 was Capital Research Global Investors, an estimated $1.21B added.
  • The largest Broadcom seller in Q2 2018 was Lone Pine Capital, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2018.